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Social Security Fairness Act: Five Financial Planning Issues to Revisit

The Social Security Fairness Act repeals WEP and GPO, restoring full benefits to millions of public-sector retirees. Learn how this historic change impacts your Social Security payments, taxes, and retirement planning.

Daniel Goodman CFP®, CLU®

4/3/2025

Blog

Identifying Your Long-Term Care Needs by Decade of Life

Over half of adults over 65 will need long-term care. Learn how to plan ahead—explore care options, costs, insurance strategies, and steps to protect your future and your family.

Kelly Crane CFA®, CFP®, CLU®

11/20/2024

Blog

Your Complete Guide to Retirement Planning

Plan your dream retirement with confidence. This comprehensive guide covers savings strategies, Social Security, healthcare costs, and more to help secure your financial future.

6/24/2024

eBook

Your Retirement Road Map: How to Navigate the 4 Critical Milestones

These days, it's simply not enough to have good investments for retirement—you need to navigate a critical path of financial strategies and decisions that begins years before you retire. This retirement planning guide addresses key issues many face and strategies you can use right now.In this guidebook you'll learn:

5/24/2024

Blog

Retirement Milestones By Decade

Retirement planning milestones often follow a set age-based timeline due to Social Security, Medicare, and IRS rules—here’s what to expect and when.

Michelle Guissinger CDFA®, CFP®, CPA

10/7/2022

Blog

Do You Hate Paying IRMAA? Focus on Net Savings Instead

Learn how IRMAA affects Medicare premiums for high-income earners and discover tax strategies to reduce lifetime costs through smart retirement and income planning.

Chris Schiffer AIF®, CFP®, CPA, CPFA®

4/13/2022

Blog

4 Ways to Bridge the Healthcare Gap in Early Retirement

Planning to retire before 65? Learn how to bridge the healthcare gap with smart strategies like HSAs, COBRA, ACA marketplace plans, and Medigap to protect your retirement savings.

2/9/2022

Blog

Reduce Your Taxes and Medicare Premiums With Charitable Giving

Many people give donations at year-end to support their favorite charities–and to reap the tax benefits of doing so. But what many generous folks don’t realize is that, with some advance planning, there are efficiencies in charitable giving that can maximize both your gift and your tax deduction.

Christopher A. Mattern CFP®

6/18/2021

Blog

Debunking 4 Common Medicare Misconceptions

Don’t let Medicare myths derail your retirement budget—learn what’s covered, what’s not, and why timing your enrollment is key to avoiding penalties.

Jonathan Wienecke CFP®

6/16/2021

Blog

Stealth Taxes that Kill Capital Gains

Learn how realizing capital gains in retirement can trigger hidden taxes—from Social Security and Medicare premiums to state taxes and the Net Investment Income Tax. Discover smart strategies to avoid costly surprises.

11/30/2020

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Social Security Fairness Act: Five Financial Planning Issues to Revisit

Identifying Your Long-Term Care Needs by Decade of Life

Your Complete Guide to Retirement Planning

Your Retirement Road Map: How to Navigate the 4 Critical Milestones

Retirement Milestones By Decade

Do You Hate Paying IRMAA? Focus on Net Savings Instead

4 Ways to Bridge the Healthcare Gap in Early Retirement

Reduce Your Taxes and Medicare Premiums With Charitable Giving

Debunking 4 Common Medicare Misconceptions

Stealth Taxes that Kill Capital Gains